See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,298 | $138,044+58.9% | $125,339+75.0% | $134,475+63.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,700 | $5,243-67.6% | $4,814-64.7% | $4,740-64.1% |
| Participant deferral / active EE | $7,044 | $7,799-9.7% | $7,446-5.4% | $6,400+10.1% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |